Principals

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Tom Orecchio, CFA®, CFP®, ChFC®, AIF®

Chief Executive Officer, Principal & Wealth Manager

Anna Lui2020-06-24T13:35:25+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

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Adam Leone, CFP®, ChFC®

Principal & Wealth Manager

Anna Lui2020-07-13T13:33:20+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

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Bill Houck, CFP®, ChFC®

Principal & Wealth Manager

Anna Lui2020-07-13T13:40:13+00:00Advisory Team, New Jersey Office, Office Locations, Principals|

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Kelly A. Henning, CFP®, MSFS

Principal & Wealth Manager

Anna Lui2020-07-28T15:37:11+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

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Michael D. Gibney, CFP®, AIF®

Principal & Wealth Manager

Anna Lui2020-08-18T14:07:49+00:00Advisory Team, New Jersey Office, Office Locations, Principals|

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Robert Dowling, CFP®

Principal & Wealth Manager

Anna Lui2020-06-23T14:13:15+00:00Advisory Team, New Jersey Office, Office Locations, Principals|

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Mark Willoughby, CFA®, CFP®, ACA

Chief Operating Officer, Principal, & Wealth Manager

Anna Lui2020-07-29T20:30:43+00:00Advisory Team, George Office, Leadership Team, Office Locations, Operations, Principals|

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Dr. Barry H. Kaplan, EA, CFP®

Principal & Wealth Manager

Anna Lui2020-06-22T19:38:09+00:00Advisory Team, George Office, Office Locations, Principals|

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Kevin P. Sweeney, JD, CFP®

Principal & Wealth Manager

Anna Lui2020-07-28T15:40:57+00:00Advisory Team, Florida Office, Leadership Team, Office Locations, Principals|

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John J. Ceparano, CPA/PFS, CFP®, M.TAX

Principal & Wealth Manager

Anna Lui2020-07-24T14:12:00+00:00Advisory Team, Florida Office, Leadership Team, Office Locations, Principals|